Collabspot Gmail Integration for SugarCRM June 20th, 2013
Nov 29, 2014
Collabspot Gmail Integration for SugarCRM
June 20th, 2013
About Epicom
- Off-site backup- HIPAA and PCI compliant
- Requirements gathering, documentation, and design- Data Migration & Mapping
Agenda
• News and Announcements
• Collabspot Gmail Integration– Simplify data entry– Increase CRM adoption– Increase productivity
• Demo Collabspot
• Q & A
News & Announcements
• SugarCRM User Group:– July 16th @ 11:30 AM (CST)
Topic: Clean up your SugarCRM system with duplicate checks, better merging, and ActivePrime.
About Collabspot
• Bring SugarCRM to your Inbox– Create and assign leads,
contacts, tasks and opportunities in Gmail
– Archive emails in Gmail to Sugar
– Sync your Gmail calendar and contacts with Sugar
– View Sugar activities, opportunities, and contact information in Gmail
Why It Is Helpful
• Simplify Data Entry– Instantly view Sugar
information
• Increase CRM Adoption– Increased team engagement
• Increase Productivity– Prevents lost or neglected
leads
Demo Of Collabspot
Collabspot Roadmap
• Display custom SugarCRM modules and fields in Gmail
• Customization package available through Epicom and sold with annual licenses of Collabspot